Oracle Analytic Applications Overview and Roadmap

2. "The presentation may include statements about Oracle's product development plans. Many factors can materially affect Oracle's Product development plans and the nature and timing of future product releases. Accordingly, this information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle. This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information."

3. Oracle Analytic Applications Overview and Roadmap Joe Thomas Sr. Director, Business Intelligence Applications

4. Agenda • Strategy and Value Proposition • Product Offerings and Future Directions • Oracle EBS • PeopleSoft EPM • Siebel

5. Business Intelligence is a Top Priority#1 Priority with CIOs Gartner 2006 CIO Survey Merrill Lynch CIO Survey 2006 CIO Technology Priorities Table 3: What areas are your top Spending Priorities To what extent will your Investment in each of the following technologies change in 2006 Ranking 2006 2005 Spending Increase Aug Oct 2004 2004 Feb Sep 2005 2005 Jan 2006 Business Intelligence (BI) +4.8% Business Intelligence / Data Warehousing 42% 48% 28% 53% 41% 1 2 Security Enhancement Tools +4.5% Security 42% 42% 31% 27% 36% 2 1 Mobile Workforce Applications +3.9% ERP 12% 26% 32% 17% 28% 3 3 Source: Gartner EXP 2006 CIO Survey Source: Merrill Lynch Survey of 100 CIOs in North America

6. The Evolving Role of BI From: To: Pervasive use Analysts Historical data Real-time, predictive data Unified, enterprise view Fragmented view Insight-driven Action & Process Optimization Reporting results Unified Infrastructure & prebuilt analytic solutions Analytic tools

7. Oracle’s BI Product Strategy • Integrated Business Intelligence Database • Business Intelligence Functions Integrated in Database • Integrated Business Intelligence Tools • Best-of-Breed, Next Generation Business Intelligence Technology Platform • Integrated Analytic Applications • Enterprise Wide, Industry Specific Analytic and Corporate Performance Applications

8. Customers CxO Process Workers Managers Sales Teams Partners Suppliers Packaged Analytic Applications Custom Analytic Applications Fusion BI Infrastructure and Middleware Blueprint for Greater Business InsightOne Technology for Packaged & Custom Analytic Apps Oracle Hot-Pluggable BI Other Operational & Analytic Sources

9. Customers CxO Process Workers Managers Sales Teams Partners Suppliers Information-Driven Oracle Fusion Applications Corporate Performance Management BI Applications Industry Specific Supply Chain Human Capital Finance Sales Service Marketing Enterprise Information Model Oracle Databases Other Databases Other Operational & Analytic Sources Enterprise Applications Syndicated Data Blueprint for Greater Business Insight Oracle Fusion Middleware

10. Information-Driven Oracle Fusion Applications Corporate Performance Management BI Applications Greater Business Insight • Planning, Budgeting and Forecasting • Workforce Planning • Capital Planning • Demand Planning • Public Sector Budgeting • Financial Services Budgeting • Financial Consolidation & Compliance • Financial Consolidation • Sarbanes-Oxley Compliance • IFRS, Basel II • Project Portfolio Management • Profitability Management & Optimization • ABM/ABC • Transfer Pricing • Customer Behavior Modeling • Role-Based Scorecards • Financial/CFO • Workforce • Customer • Supplier • Industry Scorecards • Healthcare • Manufacturing

11. Information-Driven Oracle Fusion Applications Corporate Performance Management BI Applications Greater Business Insight • Supply Chain • Order Fulfillment • Logistics • Manufacturing • Planning • Costing • Maintenance • Product Lifecycle • Procurement • Commodity Mgt • Supplier Mgt • Procurement Ops • Procure-to-Pay • Financials • Compliance • Payables • Receivables • Expenses • Revenue • P&L • Cash Flow • Projects • Human Resources • Workforce Readiness • Total Compensation • Benefits • Workforce Planning • Talent Management • Compliance • Service • Call Center • Help Desk • Service Contracts • Field Service • Depot Repair • Sales • Forecast • Pipeline • Sales Revenue • Order Capture • Sales Contracts • Marketing • Campaign • Telemarketing

12. Enhancing Analytic Applications Oracle BI Enterprise Edition: Leading Technology Oracle BI Suite Enterprise Edition MS Office Plug-in Interactive Dashboards Reporting & Publishing Ad-hoc Analysis Proactive Detection and Alerts Disconnected Analytics • Advantages: • Consolidate and standardize BI tools • Seamless user experience across products • Unified metadata and shared services Simplified Business Model and Abstraction Layer Intelligent Caching Services Oracle BI Server Multidimensional Calculation and Integration Engine Intelligent Request Generation and Optimized Data Access Services OLTP & ODS Systems Data Warehouse Data Mart SAP, Oracle PeopleSoft, Siebel, Custom Apps Files Excel XML Business Process

13. Daily Business IntelligenceCorporate Performance Management Oracle E-Business Suite

14. Executives Analysts Managers Reporting Planning Consolidation & Compliance ProfitabilityAnalysis Forecasting& Modeling Budgeting OperationalReporting PerformanceScorecards Ad-Hoc Reporting Goal Setting SensorBasedServices Users Transaction Processing Financials, Supply Chain, Projects,PLM, Sales & Marketing, HR, Service EBS Corporate Performance Management • Enterprise Planning and Budgeting – Enhanced Integration, Multi-dimensional Analysis, Flexibility, Ease of Use • Balanced Scorecard – New Views, Integration with OWB • Profitability Manager – Enterprise-wide View of Profitability From Multiple Data Sources

15. Global Compliance and Reporting*Integrated Financial Reporting & Compliance Mgmt * Available Pre-R12 Financial Consolidation Hub New in FCH • Drill-back to certification status in ICM • Spreadsheet drill-back to source transactions • Dynamic spreadsheet-based statutory and mgmt reporting Internal Controls Manager New in ICM • Compliant access provisioning • Continuous monitoring of profile options • Monitoring of application controls at supplier sites • Online and report history of application control changes

16. China Eastern Airlines is one of three state-owned air carriers in China that operates 380 international and domestic routes • Complex business requires stringent budget management to ensure costs are kept under control and that the company has full insight into operations at all times • Live on Oracle Financials • Selected Oracle Enterprise Planning and Budgeting due to integration with financial system, flexibility and scalability “We met our budget targets shortly after implementing Oracle Enterprise Planning and Budgeting. The software helped us standardize processes and made budget management easier and more flexible. It is a strategic business management tool.” – Spokesperson, EPB Project Team, China Eastern Airlines • Significant improvements in forecasting accuracy and cash flow monitoring • Cut month-end reporting time by eliminating manual processes • Increased efficiency by standardizing business processes according to best practice guidelines

17. EverBank Financial Corp is one of the nation's fastest-growing diversified financial services firms licensed in all 50 states with 400,000 customers, $2.7 billion of customer deposits, $12 billion of annual mortgage production, and $36 billion serviced loans. • Prior budget process included 200+ Excel spreadsheets that were manually linked and maintained, no reporting capabilities, manual maintenance of accounts, cost centers, companies, and hierarchies • Selected Oracle Enterprise Planning and Budgeting due to GL Integration, robust reporting and analysis, E-Business Suite shop and in-house Oracle expertise • Empowered business users to create reports and analysis • Increased data consistency • Reduced manual maintenance and coordination • Allows more time for analysis

18. Oracle Daily Business Intelligence (DBI)Easy-To-Use Dashboards Within E-Business Suite • Role Based Dashboards • Leverages EBS Infrastructure and Materialized Views • No Data Movement Required • Drill Directly to Transactions from Summaries • Implements in Days • Fastest Path to Information from EBS • Part of EBS “Rapid Install” • No Training Required

19. Before: DBI Before "This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

20. 3000+ Employees, 1.7M+ Constituents, $1.2B City Budget • Live on Oracle EBS 11.5.10 • Daily Business Intelligence (DBI), GL, Payables, Receivables, Fixed Assets, Public Sector Budgeting, iExpenses, iProcurement, HRMS, Payroll, Advanced Benefits. • Replaced manual mainframe extraction and spreadsheet analysis which took weeks to deliver information • DBI was implemented in 8 weeks with zero end user training “Some departments used to spend an entire week gathering data for reports. Now we’ve been able to automate that (with DBI).” -- Pat Dues, ERP Lead,City Manager’s Ofifce • Performance Based analysis doubled cost recovery from city services (greater than twice the national average) • Unified, self service BI and Transactional Architecture reduced IT costs 35% below national average for City Governments

21. Oracle DBI 11i10, R 12: New Certification with Oracle BI Enterprise Edition After Value Proposition : Flexible, Extensible BI Platform that is open to multiple data sources; low TCO of DBI "This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

22. Fusion Intelligence EBS EditionPre-Packaged Repository Scope Financials Intelligence Supply Chain Intelligence • Order to Revenue • Order Fulfillment and Shipping • Manufacturing (Process and Discrete) • Inventory (Process and Discrete) • General Ledger • AP Expenses (GL) • AR Revenue (GL) • GL Activity • Budget • Accounts Payable • AP Invoices • AP Invoices Aging (Due & Past) • AP Payments Schedule • Accounts Receivable • AR Adjustments • AR Payments Schedule • AR Receipts • AR Invoices • AR Aging Receivables • Sales Credits • Compliance CRM Intelligence • Sales Opportunity • Sales Pipeline • Sales Forecasting • Service Human Resources Intelligence • DBI Workforce Activity and Deployment • DBI Compensation Salary Summarization • DBI Leave and Absences • HCM EUL Recruitment Pipeline • HCM EUL Recruitment Vacancies Procurement Intelligence • Procurement Management • Supplier Management Not a Commitment to Deliver—Subject to Change

23. Fusion Intelligence for EBS Details • End-to-end Oracle solution • Pre-packaged dashboard templates • A repository with a business model based on underlying DBI data model

24. Controller, Financial Manager CFO, VP of Finance Line Managers Embedded analytics Ad-Hoc Analytics Interactive Dashboards UNIFIED SEMANTIC MODEL DBI Base Summaries FIN SCM HCM PROC CRM eBusiness Suite Fusion Intelligence for EBS Technical Details Build Your Custom Content • Author custom Dashboards, Reports, KPIs, Graphs, Tables and Links Dashboard Editor • Add, Rearrange, Hide, or Rename Dashboards, Reports, KPIs, Graphs, Tables and Links Alerts • Receive alerts based on events

25. SOON • What’s available soon • Oracle BI EE • Oracle Daily Business Intelligence (HR Intelligence, EB Intelligence) • Oracle CPM • Fusion Intelligence EBS Edition • Integration • Logical Model • Dashboard Templates EBS: What’s Available TODAY • What’s available today • Oracle BI EE • Oracle Daily Business Intelligence (HR Intelligence, EB Intelligence) • Oracle CPM

26. Flexible Deployment Options for DBI • Standardized BI Tool, Extensibility, Heterogeneity • Standardized ETL Tool • Support for data from any data source • Support for data from multiple EBS instances • Data resident in a separate instance • Operational Reporting 3 EBS Standalone Warehouse • Extensibility: Uplifted Dashboarding tool • Standardized BI Tool: Leading Platform • Heterogeneity: Unite data on a logical level • Ad-hoc and Guided Analysis • Data resident in OLTP Database Fusion BI EBS Edition 2 Start 1 Traditional DBI • Embedded Role-based Dashboards • PMV Technology • Simple Extensibility • Data resident in OLTP Transactional Database Now Soon Future

27. Dashboards Enterprise Performance Management JD Edwards/PeopleSoft

28. Top Down Targets Aligned Plans & Budgets Bottom Up Analysis PeopleSoft EPM 9.0: Release Highlights • Planning and Budgeting: Enterprise Planning Framework & Usability • Compensation Scenario Planning • Balance Sheet and Cash Flow Planning • Improved data entry grid • Global Consolidations: Expanded Compliance and Audit Features • Seamless integration with General Ledger • Improved visibility into the organization structure • More reporting and control options • New Pre-packaged Content • New Campus Solutions Warehouse • Admissions & Recruiting • Student Records • Student Financial Services • Enhanced HCM Warehouse

29. Performance Management Warehouse Campus Solutions Warehouse Financials Warehouse HCM Warehouse Supply Chain Warehouse 6 Data Marts 4 Data Marts 6 Data Marts 3 Data Marts • Advanced Cost Accounting • ESA • GL & Profitability • Accounts Payable • Real Estate • Accounts Receivable • Compensation • Learning & Development • Recruiting • Workforce Profile • Fulfillment & Billing • Inventory • Manufacturing • Procurement • Spend • Supply Chain Planning • Recruiting and Admissions • Student Records • Student Financials PSFT EPM Warehouses and Datamarts Comprehensive Packaged Content for PS Enterprise and JD Edwards Customers • Pre-packaged Content: • Maps: Thousands of ETL maps • Models: Star Schema, Thousands of conformed dimensions, Thousands of fact columns • Metrics: Prepackaged reporting metadata • Buy & Extend Value Proposition • It is cheaper to buy a packaged data mart & extend it, than to purchase tools to build and maintain a custom warehouse

30. PeopleSoft EPM 9.0: New Certification with Oracle BI Enterprise Edition • Dashboard Templates • Security Bridge • Seamless Integration between Enterprise Apps & Analytics • Enterprise Information Model (EUL) Value Proposition: End-to-End Solution from Oracle—Multi-Source, Enterprise Wide Model of EPM

31. Fusion BI PeopleSoft Edition –Pre-Packaged Repository Scope Financials Intelligence Supply Chain Intelligence • Payables • Receivables • GL & Profitability • Enterprise Service Automation • Real Estate • Advanced Cost Accounting • Fulfillment and Billing • Inventory • Manufacturing • Supply Chain Planning Procurement Intelligence • Procurement • Spend Management Human Resources Intelligence • Workforce Profile • Compensation • Learning & Development • Recruiting Campus Solutions Intelligence • Student Records • Admissions and Recruiting • Student Financials Not a Commitment to Deliver—Subject to Change

32. Controller, Financial Manager CFO, VP of Finance Line Managers Fusion Intelligence for Peoplesoft EPM Repository based on underlying EPM data model • Consistent data across BI and CPM • Security definitions Integrated • End-to-end Oracle solution Pre-packaged dashboards • Low TCO • extensible Embedded analytics Ad-Hoc Analytics Interactive Dashboards UNIFIED SEMANTIC MODEL Performance Management Applications Data Integration Enterprise Warehouse PeopleSoft Enterprise Legacy External JDE/World Prepackaged and open data integration from virtually any source

33. The world’s leading aerospace company and the largest manufacturer of commercial jetliners and military aircraft with revenues $54.8 Billion • Implemented PeopleSoft Global Consolidations as part of its Finance Transformation Project • Selected PeopleSoft due to knowledge of and integration with PeopleSoft GL and HRMS systems • Achieved a 5-day financial close, down from 12+ days • Reduced number of business processes for consolidating journal entries & inter-company reconciliation • Reduced compilation time for Statement of Cash Flows

34. PS EPM: What’s Available TODAY SOON • What’s available today • Oracle BI Enterprise Edition • PeopleSoft EPM 9.0 • FMS Warehouse • HCM Warehouse • SCM Warehouse • CRM Warehouse • CPM Applications • What’s available soon • Oracle BI EE • PeopleSoft EPM 9.0 • Fusion Intelligence PeopleSoft Edition • Integration • Logical Model • Dashboard Templates

35. EPM Product Roadmap 3 Post EPM 9.0 • Extend suite of robust dashboards with Fusion BI platform • Embed analytics in the ERP transactional system • Focus on reduced TCO, ease of implementation • Continued support of Ascential 2 Fusion BI PSFT Edition • Deliver end-to-end BI solution with OBIEE • Continue to support Ascential ETL • Continue to support open BI architecture EPM 9.0 • Ascential ETL • Open BI architecture • New Discoverer Reports • Enhancement to HCM Warehouse • Enhancement to Workforce Rewards 1 Now Soon Future

36. Oracle BI Applications (formerly called Siebel Business Analytics Applications) Siebel CRMSAP/Multi-source

37. Other Operational & Analytic Sources Oracle BI Applications (Former SBA) Campaign Scorecard Response Rates Product Propensity Loyalty andAttrition Market Basket Analysis Campaign ROI

38. 7.9 Release Themes After • Enhanced User Experience • Benchmarks & Targets • Analytic Workflows • New Visual Indicators • Functional Glossaries • Enhanced Employee Hierarchy • Enhanced Data Administration Console • Auto-dependency Rules Engine • Configuration Manager • ETL Monitor • Expanded Deployment Options • Support Oracle EBS v11 v11i9 and v11i10 • Support DB2 V8 on z/OS as both source and target database • Support Teradata V2R6 as target database • Full Localization • Translation to 15 languages "This information is not a commitment to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle"

39. Oracle BI ApplicationsKey Competitive Weapon at Schwab Objective • Deliver better, insight driven, client analysis to its sales organization • Ability to view summarized sales activity by region and activity • Provide financial consultants with 360 degree view of customer base Solution • Siebel Sales Analytics for 1,000+ financial consultants • Event- and market-based opportunity detection and lead distribution based on the client’s risk profile and portfolio allocation • Results • Average of 5 - 9% of Sales Alerts have resulted in new business development opportunities • Savings of over 2,400 hours of unproductive work per week

40. What’s Available TODAY SOON • What’s available to use today • Oracle BI Enterprise Edition • Sales Analytics • Service Analytics • Marketing Analytics • Financial Analytics • Workforce Analytics • Supply Chain Analytics • Pharma Analytics • What’s available to use soon • Oracle BI EE • 7.9 Release • Enhanced Data Warehouse Admin Console • Unified CRM, ERP data model • Translation to 15 languages • New EBS adapters

41. Oracle Analytic Applications Product development roadmap - highlights Oracle eBusiness Suite Peoplesoft Enterprise/JDE Siebel • R12 – CPM/DBI • New dashboards • Leverage Oracle BI EE tools* • EPM 9.0 • First ever dashboards • Leverage Oracle BI EE tools* • New dashboards • Reduced TCO • New EBS adapters* Today • Additional horizontal and industry content • Continued investment in all product families • New analytic subject areas and industry specific applications • Single Suite of integrated BI & CPM applications • Pre-Integrated with EBS, PSFT, JDE & SEBL • Embedded within transactional applications Future *Coming soon

42. Business Intelligence CustomersBusiness Analytic Tools and Applications – Select References Consumer Goods High Tech Communications Automotive Finance / Banking Other Media / Energy Aero / Industrial Insurance / Health Life Sciences

43. Siebel 8 Siebel 8.1 Siebel 8.2 Enterprise 9 Enterprise 9.1 Enterprise 9.2 Oracle’s Customer Focused Application Strategy EBS 12 EBS 12.1 EBS 12.2 EnterpriseOne 9.0 World A9.1 EnterpriseOne 9.1 World A9.2 FUSION Customers continue to get innovation in existing release and choose when they are ready to move to next generation technology.

44. 11.i.10, 12 8.8, 8.9, 9.0 8.11, 8.12 A7.3, A8.1, A9.1 Upgrade Path to Fusion Fusion Applications Upgrade 7.9, 8.0, 8.1

45. Summary • Oracle Applications is uniquely positioned to deliver on your customers’ information needs • Best of breed BI technology + industry leading transactional applications = increased customer value in delivered BI applications • We deliver a complete solution that protects our customers’ existing investments